Services
Bookkeeping
- Categorize transactions:
- Reconcile accounts
- Financial Reporting
- Custom Chart of Accounts
- Quarterly Review
- Accounts Receivable & Payable
- Payroll Assistance.
- Sale/Use Tax Reporting
- Receipt Management
- 1099s
1099s
If you pay independent contractors, freelancers, or certain vendors, the IRS requires you to issue Form 1099-NEC or 1099-MISC to report those payments each year.
- Vendor Review
- W-9 Collection
- Filing 1099 forms with the IRS and providing copies to your contractors.
Budgeting & Forecasting
Creating a financial plan that helps you set goals, control spending, and guide your business toward success. A well-crafted budget gives you a clear roadmap for allocating resources and making informed decisions throughout the year.
Forecasting: Anticipate your business’s future financial performance by analyzing historical data and current trends. Reliable forecasting empowers you to plan ahead, manage cash flow, and make strategic decisions with confidence.
Anticipate your business’s future financial performance by analyzing historical data and current trends. Reliable forecasting empowers you to plan ahead, manage cash flow, and make strategic decisions with confidence.
Clean Ups
Make sure your financial records are accurate, complete, and up to date. Whether you’ve fallen behind, have errors, or want to prepare for tax season, clean up services get your books back on track.
QuickBooks Online Set up & Training
Set up and training ensures your accounting software is tailored to your business and that you feel confident using it. From a smooth initial setup to personalized training, this service helps you start strong and manage your finances with ease.